school board workshop erp update january 25, 2006
TRANSCRIPT
School Board WorkshopERP UpdateJanuary 25, 2006
Agenda
I. Call to OrderII. Opening RemarksIII. ERP Update PresentationIV.New BusinessV. Public CommentsVI.Adjournment
The School Board of Palm Beach County, FloridaSPECIAL MEETING - ERP
Fulton-Holland Educational Services CenterBoard Room
January 25, 20065:00 – 5:30 p.m.
Project Scope
Phase I Modules
Financials• Accounts Payable• Accounts Receivable• Asset Management• Billing• eProcurement/Purchasing• General Ledger• Inventory• Projects• Enterprise Portal• Financials Portal Pack
Human Capital Management• Benefits Administration• Candidate Gateway• Talent Acquisition Manager • Human Resources• Payroll• Time & Labor• HRMS Portal Pack
Apr 1, 2005 Aug 31, 2006
May-05 Jun-05 Jul-05 Aug-05 Sep-05 Oct-05 Nov-05 Dec-05 Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06
Blueprint
Construction
Testing
Training
Go-Live/Post Go-Live Go-live Go-live
Timeline
Key Dates
Go-Live Dates:• Purchasing – May 1, 2006• Financials – July 1, 2006• HR – July 1, 2006 (Subject to Board Approval)
Training:• Just-In-Time Training Occurring 1 – 6 Weeks Prior
to Go-Live• Has Been Scheduled to Avoid FCAT, Spring Break,
etc.
Who Has Contributed?
• Human Resources – 50+ participants• Financials - 50+ participants • Information Technology - 40+ participants• School Sites - 100+ participants• Committees - 20+ participants• ERP Team – 8 participants
Metrics and KPIs
Goals:• Establish a baseline measurement for major business
processes• Establish target Key Performance Indicators (KPIs)• Compare to IBM Business Case Assumptions• Use Metrics to Feed Business Process Simulations
Steps:• 2000+ Workload Surveys sent to measure critical metrics
and KPIs for all major departments• Integration of Metrics into Business Process Analysis Tool• Development of Department goals aligned with KPIs
Business Process Modeling
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Purchasing Marketplace
Communication
• Workflow1. Principal/Director
2. Budget Manager
3. Purchasing
4. Vendor (Fax or Email)
Receiving Survey
Recruiting
Screening
Current Application
• Omni-Fill form• Static format• Unable to:
– Search– Screen– Route– Schedule Interviews– Merge with other
applications– Manage with other
applicants online
PeopleSoft Online Application
•Online,dynamic,customizable• Able to:
– Search– Screen– Route– Schedule Interviews– Merge with other applications– Manage & compare with other applicants’ online applications
Online Application
PeopleSoft Online Application
Managing Applicants
Applicant Status
Applicants can see the status of theirapplications at any time
Time and Attendance
Goals:• Remove Burden of Time Input From Schools• Improve the Ease and Accuracy of Time Reporting• Improve Accountability
Steps:• Install PeopleSoft Time and Labor• Move to Biweekly Pay• Provide Automated Collection Method
– Methods Appropriate to Each Employee Group– Examples: Swipe Cards, Web Based, Badges
